CSM vs DCOR

ACSM

BDCOR

Measures won2–3DCOR wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · CSM $16,787

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common53.8%CSM and DCOR

CSM

DCOR

ProShares - Large Cap Core Plus · $499MU.S. Core Equity 1 Portfolio ETF Class Shares · $43.9B

+21.9%3 years · per year$18,102 · $17,935+21.5%

+10.9%5 years · per year$16,787 · […][…]

0.45%Expense ratio$45 · $17 on $10k · lower wins0.17%

1.08%12-mo yield$108 · $93 on $10k0.93%

−9.4%Worst dropSmaller wins−8.3%

13.2%VolatilityLower wins12.8%

2–3DCOR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSM · DCOR

5.1%AAPL6.1%

4.6%NVDA5.1%

4.0%MSFT4.6%

2.9%AMZN2.9%

Held in common53.8%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	ACSM	ProShares - Large Cap Core PlusRead Desk	0.45%	1.08%	−0.1%	+6.7%	+9.1%	+21.9%	+10.9%	−9.4%	$499M
3	BDCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk	0.17%	0.93%	+0.2%	+11.5%	+13.4%	+21.5%	new	−8.3%	$43.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	ACSM	ProShares - Large Cap Core PlusRead Desk	0.45%	1.08%	−0.1%	+6.7%	+9.1%	+21.9%	+10.9%	−9.4%	$499M
3	BDCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk	0.17%	0.93%	+0.2%	+11.5%	+13.4%	+21.5%	new	−8.3%	$43.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CSM vs DCOR

CSM

ProShares - Large Cap Core Plus

$16,787

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares

[…]

MeasureCSMDCOR

Fee0.45%0.17%

Cost on $10k a year$45$17

Yield1.08%0.93%

5 years, per year+10.9%[…]

3 years, per year+21.9%+21.5%

Worst drop · 1Y−9.4%−8.3%

Volatility · 1Y13.2%12.8%

3–2measures won
DCOR first

53.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: CSM, DCOR, VTV

Today

53.8%most shared, CSM and DCOR

CSMDCORVTV

CSM—53.8%32.0%

DCOR53.8%—41.9%

VTV32.0%41.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

DCOR$93 − $17 = $76

CSM$108 − $45 = $63

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee